Navexa Feedback

I like would like to break up the description for my ETF's like what they have on Market Index. Add to your Category Classes QMAX = Yield VAS= Index Tracking IVV=S&P 500 Index FANG = High Growth IOO = Broad Global HVST= Yield Just go to bottom of page ETF's and they have thier cl

Hi, I recently updgraded from a free trial to paid account. Since then the SelfWealth broker import does not work. I export the data exactly as described. In the Import trades screen shows the information correctly however when I click add it does add any trades at all. I have tr

An input screen designed to be able to input all AMMA details into Navexa, including referenced the Tax Return Labels on the AMMA statements we get to make it as straightforward as possible.

Would it be possible to cover ASX listed options in the portfolio section?

The main portfolio total return (%), capital gain (%), and income return (%) are listed at the top of the overview tab. However, to see the benchmark total return (%), capital gain (%), and income return (%), you need to click on each of these headings at the top of the page and

Currently, within category, each security negative values ($ and %) are shown in red font and it really highlights the situation of a security. Whereas, category or subgroup total negative values are not shown in red font. By providing red font at sub total level as well, will hi

Could the Weekly Summary email include: Grand Total Value in $'s Grand Total Change for week in $'s

Hi guys One of my most used part of my (former) excel based holding tracker was a cell with URL link to the applicable unit/share registry's login/investor portal. This easily & quickly allowed me to download the latest dividend statements/etc. When you have many many holdings (l

On Portfolio Details page we have option to filter portfolio (using drop-down menu) as 'All Positons' and 'Open Positions Only'. Could we have also option to filter by 'Closed Positions Only'?

With the new addition of the fantastic filtering functionality, having the option to create more custom groups would allow individuals to really take advantage of the filtering. Thanks!